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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,778 | $71,873+101.4% | $86,698+67.0% | $68,490+111.4% |
| Participation rate | 67.6% | 72.2%-4.6pp | 76.6%-8.9pp | 67.9%-0.2pp |
| Annual return | -15.55% | 3.54%-19.1pp | 35.96%-51.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $706 | $2,173-67.5% | $2,837-75.1% | $2,597-72.8% |
| Participant deferral / active EE | $2,902 | $3,779-23.2% | $4,656-37.7% | $4,028-28.0% |
| Admin fee / account holder | $3,275 | $6,110-46.4% | $7,492-56.3% | $5,403-39.4% |